1. Orientation for Employees/Managers
Your EAP/EFAP & work-life/wellness resource

2. Please feel free to ask questions as we go along!
Agenda
Program overview
How LifeBalance can help
How to access the program
Please feel free to ask questions as we go along!

3. Program Overview
LifeBalance is available 24 hours a day, 7 days a week.
Toll-free telephone number for all questions and concerns
Voluntary and confidential
No additional cost to you and your dependents
Bilingual (English/French)
Telephonic and in-person counselling available (national service), as well as video counselling live via webcam
Support and resources available online at and by mobile app
Educational materials on a variety of topics
Research conducted on your behalf

4. Confidentiality
Confidential vs. anonymous
Limitations
Intake process

5. Our Counselling Approach
Counselling may take place over the telephone, by video (live via webcam) or in person
Short-term, solution-focused
Number of sessions varies and determined on a case-by-case basis
Our EAP counsellors must:
Adhere to our service and quality standards
Have a minimum of five years’ experience
Hold a Master’s degree in psychology, social work or other human services field
Be members of their respective professional body

6. How LifeBalance Can Help
Retirement
Midlife
Student Life
Legal
Relationships
Disabilities
Crisis
Personal Issues
HEALTH
Mental Health
Addiction
Fitness
Managing Stress
Nutrition
Sleep
Smoking Cessation
Naturopathic Services
FAMILY
Parenting
Couples
Separation / Divorce
Older Relatives
Adoption
Death / Loss
Childcare
Education
WORK
Time Management
Career Development
Work Relationships
Work Stress
Managing People
Shift Work
Coping with Change
Communication
MONEY
Saving
Investing
Budgeting
Managing Debt
Home Buying
Renting
Estate Planning
Will Kit

7. Emotional Well-being Relationship, marriage and family issues
Stress-related and work-life balance issues
Mental health concerns such as depression and anxiety
Grief and loss
Addiction and recovery
Services & Tools:
Depression Centre
Resiliency assessment
Depression assessment
Resiliency tutorial

8. Parenting and Childcare
Child-rearing
Single-parenting and blended families
Pregnancy, infertility and adoption
Special needs
Bullying
Services & Tools:
Becoming a Parent
New & Expectant Parent Kit
Child Safety Kits
Questions Parents Ask blog
Childcare/Summer Camp Locator
Career Cruising for Teens

9. Caring for Older Adults
Caregiver support and resources
Alzheimer’s disease, other dementias
Older adult health issues
Long-distance caregiving
Living independently, coordinating in-home care
Searching for and assessing assisted living and long-term care facilities
Services & Tools:
Hiring an In-home Caregiver (booklet)
Older Adult Safety Kit
Facility Checklist
Home Safety Checklist

10. Education Kindergarten and early education
Communicating with teachers and administrators
Homework and grades
College/university planning
Career planning and lifelong learning
Services & Tools
Career Cruising for Teens

11. Financial Personal budgeting Managing debt Saving and investing
Basic tax planning
Buying a home
Basic retirement planning
Services & Tools:
Taking Charge of Your Money (audio)
Online Financial Toolkit
Your Money blog
Financial calculators
Online budget worksheet

12. Legal Issues Speak to a lawyer for up to 30 mins at NO COST!
Up to a 25% discount off services beyond the consultation (exceptions: Employment and Business law)
Family law
Real estate law
Bankruptcy
Criminal law
Estate planning
Services & Tools:
Complete Will Kit & Estate Planning Guide (online)
Divorce Toolkit

13. Health and Wellness Diet and physical activity Stress reduction
Healthy aging
Living with a disability or chronic condition
Getting the sleep you need
Services & Tools:
Stop Smoking Centre
Naturopathic Services
Eating Well Telephonic Nutritional Counselling
Food & Fitness blog
Healthy Weight Calculators

14. Work and Career Co-worker relationships
Interpersonal and communication skills
Navigating workplace changes
Time management
Relocation
Shift work and telecommuting
Career progression/change
Services & Tools:
Becoming You: Finding Your Path in Your 20s and 30s

15. Midlife and Retirement
Work after retirement
Empty nest issues
Growing as a couple
Life and retirement planning
Services & Tools:
Retire, Rewire, Renew: Planning Your Life After 50 (online toolkit)
Planning Your Future (booklet)

16. Everyday Issues Home improvement Moving and relocation
Locating community resources
Volunteer opportunities

17. On www.lifebalance.net you can...
Search for information confidentially in five categories – Work, Life, Family, Health & Money
Visit our Life Changes tab to support you during significant, stressful life transitions
Access practical resources and educational materials, including:
Articles
online toolkits
Booklets
Podcasts and audio recordings
Interactive tools on budgeting, investing, home buying, health and retirement planning
Submit an online request to connect with a consultant OR order hard-copy educational materials

19. Life Changes

20. Mobile App for iPhone, Android and Blackberry
Access  conveniently from your smartphone – and it’s FREE!
Simply search for ‘LifeWorks’ in your device’s app store.
LifeBalance
LifeBalance
You can also access articles, podcasts, audio recordings and more with our mobile app for your iPhone, Android or Blackberry. Just search for “LifeWorks” in your app store.

21. How to Contact LifeBalance
Go online – 24/7
Access hundreds of articles, audio and multimedia resources, booklets and quizzes, locators, tutorials, assessments and calculators.
Talk to someone – 24/7 Get advice and support by phone, as well as resources, recommendations and referrals.
Toll-free: TTY:
En Français :
username: XXXXXXXX , password: XXXXXXXX

22. LifeBalance is here to help.
We understand the issues managers face and the pressures you experience.
LifeBalance is here to help.
The second part of the presentation focuses on the tools we offer to managers.
The next few slides focus on how the EAP can help managers with everyday issues.

23. Management Consultation
Service provided by our Organizational Services team to support managers dealing with workplace issues/concerns.
We can:
Serve as a confidential sounding board
Help with sorting out complex, sensitive issues
Coach for problem-solving, communication techniques
Help identify resources
Provide guidance when you need to refer an employee to the EAP
Management Consults are a confidential telephonic service that we provide to support our organizational clients. They are designed to assist and support managers, supervisors and HR departments through third party objective support in dealing with employee-related concerns.
Management Consults are a supplement but not a replacement for the organization’s HR solutions, policies and procedures, and are intended to support the organization’s decision and resolution process regarding employee issues and concerns.
Counsellors on our Management Consultation Team offer objective expertise in the areas of employee relations and other business concerns, including those related to employee return to work, absence prevention, depression care, health promotion and substance abuse.
Consultations can help supervisors and managers understand complex issues and prepare them for a dialogue when these issues affect the employee’s performance on the job.
The next slide is a list of possible concerns that a manager might bring forward to the Management Consultation Team.

24. Issues for Management Consultations
Employee performance, productivity and attendance issues
Employee conflict
Harassment in the workplace
Discrimination
Organizational change
Support for employees who may be experiencing a mental health problem
Substance abuse concerns
Violence, threats and anger in the workplace
Burnout
You can mention that the above issues are examples of topics that managers have brought forward to the Management Consultation Team at Ceridian.
The next slide explains the CISM program.

25. Types of Referrals Informal Monitored
The definition of an Informal Referral is:
When an employee talks to you about a personnel or work related issue and there are no performance issues. HR is not likely to get involved at this point, but you are concerned and want to offer support by reminding the employee about the LifeWorks EAP program.
The definition of a Formal Referral is:
Often in conjunction with other performance management initiatives when there are performance issues. HR is often involved at this point. Our Management Consultation Team would work with you and/or your HR department to help you with your intervention. Present EAP as support.
Check the next slide for information on Monitored/Mandated Referrals.

26. Monitored Referrals Consult with your Human Resources team first.
Contact LifeBalance management consultant before referring.
Employer and employee to sign Release of Information (ROI) form.
Employee can access counselling 24/7 through main EAP line –suggested timeline is within three (3) business days.
or fax back signed ROI form.
LifeBalance provides follow up regarding employee’s participation with EAP to Authorized Contact(s) listed on ROI.
Upon employee’s completion of counselling through the EAP, LifeBalance to conduct final follow-up.
As part of an employee’s performance management plan, a manager or supervisor may require the employee to utilize EAP services. When this type of call is received, the caller is referred to the Enhanced Care Team (ECT) who works collaboratively with the caller to develop a plan for the employee. Managers, supervisors and HR often require confirmation from the EAP that the employee sought EAP service and attended sessions. To facilitate this feedback, the employee must first sign and return a release or information form. While I’ve outlined the steps above, our Management Consultation team will walk you through the appropriate process if a mandated referral is the recommended solution.

27.
LifeBalance’s companion website dedicated to supporting program administrators and managers.
Promotional materials
Topical flyers to meet workforce needs
Archive of support materials including quarterly newsletters, recorded webinars, monthly features, and more
Research reports and manager resources

28.
LifeWorkshr.ca: (
A self-serve, password-protected website designed exclusively for program administrators, HR personnel and managers containing resources to assist in the launch and ongoing promotion of the LifeWorks/LifeBalance program.
You can access this site by entering the same User ID and Password used to access your LifeWorks/LifeBalance Online site.

29. Manager’s Guide
Online manual to support you – available on
How we can help and when to contact us
Help with a wide range of employee needs
When an employee is experiencing personal problems or emotional difficulties
Performance issues
Following up
Commonly asked questions
In this booklet, managers learn how to use the OneSource program to help with employee issues and problems that affect work performance. Managers will learn how to recognize when there is in fact a problem; how to document performance issues; discuss the problem with the employee; and refer an employee to us. Managers learn how to help employees get the resources and support they need.

30. Manager Resources Series
Special monthly resource of value and interest to managers
Includes tools such as webinars, live discussion forums, podcasts, whitepapers, research reports and more
Available in English/French
Monthly reminder delivered via directly to program administrators with access instructions
Past topics include:
EAP Referrals Made Easy
Maximizing Millennial Talent
Best Practices in Promoting Wellness Programs
Introducing the Psychological Health & Safety Standard
Managing Virtual Teams
A New Attitude: The Truth About Mental Illness
What's New in Managing a Diverse Workforce 
Strategies for Creating Work/Life Harmony for You and Your Team
Building an Effective Training Strategy

31. Ceridian Crisis Management
24/7 service available by phone to assess a critical incident and provide qualified trauma support and direction.
Recommend: Defusing, Debriefing, On-site counselling
National network of more than 450 consultants specialized in post-traumatic intervention.
Types of issues:
Acts of violence in the workplace
Workplace accident
Mergers or acquisitions
Downsizing and reorganization
Note: Important to understand if the program owner is comfortable with you sharing information about this service with the audience attendees as there are potential cost implications.
Ceridian Crisis Management is designed to help organizations manage workplace risk.
Workers affected by a traumatic event and experiencing unresolved feelings are more likely to be absent and unproductive.
A critical incident is an event which is outside the usual range of experiences that challenge our ability to cope. Examples include: death of an employee, robberies, workplace violence, natural disasters, mergers/acquisitions/restructuring, terminations.
The CCM team will conduct a comprehensive assessment, provide relevant informational/educational handouts via or fax. Deploy a trauma specialist(s) to one or several locations. The trauma specialist can conduct a defusing, a group debriefing session and/or be available for one-on-one support.
They provide information about Ceridian’s confidential Employee Assistance Program and encourage those having difficulty managing their reactions to the situation to access our counselling services.
This procedure responds to requests for an onsite counsellor dispatched due to workplace trauma, layoffs etc. or any event that impacts the normal flow of the workplace and disrupts the focus of the employees, and results in reduced productivity, increased anxiety and decreased ability to concentrate on a task. This Psychological First Aid is designed to reduce these risks and help employees and managers move forward effectively.
Definitions:
Defusing is to make a situation less dangerous, tense, or hostile.
A debriefing is a one-time, semi-structured conversation with an individual or a group who has just experienced a stressful or traumatic event. In most cases, the purpose of debriefing is to reduce any possibility of psychological harm by informing people about their experience or allowing them to talk about it.

32. Employee Effectiveness Seminars
More than 100 seminars for employees and managers
Delivered at your location or via webinar
Facilitators are highly skilled professionals
60 minutes in length, or more in-depth options such as continuing education tracks and coaching
Sample topics:
Managing stress/Balancing work & life
Enhancing personal productivity
Parenting and teen issues
Financial issues
Helping older relatives
Note: Important to clarify that program owner is ok with you discussing cost-plus services.
Ceridian Wellness Seminars are designed to be delivered at your location or via webinars.
All of our Wellness Seminars may be customized, at a cost, to meet an organization’s particular needs or situation.
Please speak to your Account Executive to book a thorough needs assessment.
Our facilitators are highly-skilled professionals with subject matter expertise. We utilize a variety of exercises, discussions, activities and proven training strategies to bring concepts to life and enhance learning and retention. Backed by over 20 years of training experience, Ceridian Wellness Seminars provide your organization with maximum value for your training investment.
Lunch and Learn (Wellness Seminars) offer strategies to help employees successfully meet the changing needs of their work and personal lives. The sessions address managing stress, childcare and teen issues, balancing work and life, financial issues, enhancing personal productivity and helping older relatives. All of the sessions are appropriate for employees and management. Educational by nature, seminars apply to many situations and provide participants with practical techniques, strategies and useful “Take Away Tips” for future reference. Sessions are 60 minutes in length and designed to fit into a lunch break or anytime during work hours.

33. Reminders
LifeBalance is a confidential service available 24/7 to you and your dependents, and to your employees and their dependents.
LifeBalance:
Increases employee productivity
Decreases costs related to absenteeism
Provides employees with proactive, preventative wellness support, as well as treatment
Prevents concerns from escalating
Improves retention and recruitment
Improves loyalty

34. How to contact LifeBalance
Go online – 24/7
Access hundreds of articles, audio and multimedia resources, booklets and quizzes, locators, tutorials, assessments and calculators.
Talk to someone – 24/7 Get advice and support by phone, as well as resources, recommendations and referrals.
Toll-free: TTY:
En Français :
username: XXXXXXXX , password: XXXXXXXX